Adding technicians

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Overview

Centralized Technician Management in Log360 allows you to create and manage technician accounts from a unified console. Instead of configuring technicians individually in each child component, you can integrate them in the product console and delegate access across supported components.

This section guides you through adding technicians using either product authentication or Active Directory (AD) authentication, with roles and access permissions applied centrally. You can also create technician groups by importing users from AD groups or OUs to streamline delegation.

Adding a Centralized Technician

You can add technicians in Log360 either using product authentication or Active Directory (AD) authentication. Once added, roles and access permissions can be delegated across supported components from the same interface.

Using product authentication

  1. In your account, navigate to the Settings tab.
  2. Under Admin Settings, select Technicians & Roles.
    Adding technicians
    Figure 1: Navigating to Technicians and Roles
  3. Click the + Add Technician at the top-right corner.
    Adding technicians
    Figure 2: Adding a centralized technician
  4. In the Authentication Type dropdown, select Product Authentication.
    Adding technicians
    Figure 3: Selecting Authentication Type
  5. In the User Name field, enter a name for the technician. You can optionally add a description using the Description button.
    Adding technicians
    Figure 4: Configuring Technician settings
  6. Enter and confirm a new password in the respective fields.
    Adding technicians
    Figure 5: Configuring Technician settings
  7. Provide a valid email address of the technician in the Email ID field. This is an optional field.
    Adding technicians
    Figure 6: Configuring Technician settings
  8. To assign roles for Log360:
    • Use the Roles dropdown to assign the technician's role.

      NOTE Refer to this section to create and manage roles

    • Use the Device groups dropdown to specify the groups the technician should have access to. Once done, click Add.
      Adding technicians
      Figure 7: Selecting device groups
  9. If components are integrated, you can delegate access to specific roles and entities in each component:
    • In the Delegate to section, select the checkbox next to the components you want the technician to access.
      Adding technicians
      Figure 8: Selecting components
    • For each selected component:
      • Assign the Role by selecting the role from the Roles drop-down
      • Specify the delegated entity using the appropriate dropdowns provided for each component.
      Adding technicians
      Figure 9: Assigning roles and delegations for integrated components

    NOTE To integrate components with the product, refer to this help document.

  10. Once done, click Add to complete the technician setup.
    Adding technicians
    Figure 10: Adding a new technician

Using Active Directory (AD) authentication

  1. In the Add New Technicians page, from the Authentication Type dropdown, select AD Authentication.
    Adding technicians
    Figure 11: Selecting Authentication Type
  2. In the AD Object(s) field, select the required user(s) from Active Directory. Use the icon-add-new icon to add users after selection. You can optionally add a description using the Description button.
    Adding technicians
    Figure 12: Configuring Technician settings
  3. In the Select AD Object(s) window, use the Select Domain drop-down to choose the AD domain from which you want to assign users as technicians.
    Adding technicians
    Figure 13: Selecting a domain
  4. In the Users tab, select the user(s) of your choice by selecting the checkbox(es) under the Display Name field.
    Adding technicians
    Figure 14: Selecting user(s)
  5. You can also use the icon-search-new icon to locate specific users.
    Adding technicians
    Figure 15: Search option for finding specific AD users
  6. Use the icon-filter-new icon to refine user selection.
  7. Once you click the icon-filter-new icon, an OU structure window appears.
  8. In the OU tree, check the box next to the specific OU that contains the users you wish to assign as technicians. Click Apply to save the changes.
    Adding technicians
    Figure 16: Filter option to refine the list of AD users
    NOTE
    • Some OUs include child OUs. For example, selecting the Program Data OU also includes its child OU, such as Microsoft, and all users within both.
      Adding technicians
      Figure 17: Auto-inclusion of OU and its Child OU
    • If you want to exclude these child OUs, select the checkbox next to Exclude Child OU(s) at the bottom of the OU tree.
  9. In the Select AD Object(s) page, click Select to add the chosen user(s).
    Adding technicians
    Figure 18: Selecting AD Object(s)
  10. Follow the same steps outlined in steps 8- 10 of the previous section to assign roles and delegate entities.

Adding a centralized technician group/ OU

  1. In the Add New Technicians page, from the Authentication Type dropdown, select AD Authentication.
    Adding technicians
    Figure 19: Selecting authentication type
  2. In the AD Object(s) field, select the required user(s) from Active Directory. Use the icon-add-new icon to add users after selection. You can optionally add a description using the Description button.
    Adding technicians
    Figure 20: Configuring Technician settings
  3. In the Select AD Object(s) window, use the Select Domain drop-down to choose the AD domain from which you want to assign users as technicians.
    Adding technicians
    Figure 21: Selecting a domain
  4. The Groups tab displays all AD groups in a tabular format along with their descriptions. You can use the search icon to locate a specific group.
    NOTE If an Active Directory (AD) user belongs to a configured group or OU, they will be recognized under that group when logging into the Log360 console. However, the user will not be able to log in directly to any of the child components.
    Adding technicians
    Figure 22: Group tab settings
  5. The OUs tab lists all Organizational Units in either:
    • Click Table View which displays OUs in a list with their distinguished names. Use the icon-search-new icon to find an OU.
      Adding technicians
      Figure 23: Table view of OU tab
    • Click Tree View which displays OUs in a hierarchical tree structure.
      Adding technicians
      Figure 24: Tree view of OU tab
    • You can exclude all child components of a selected OU by checking the Exclude Child OU at the bottom of the tree.
      Adding technicians
      Figure 25: Excluding Child OU
  6. Select the checkbox next to required group or OU and click Select to add it.
  7. Follow the same steps outlined in steps 8- 10 of this section to assign roles and delegate entities.

Read also

This section detailed how to add technicians individually or by importing technician groups and Organizational Units (OUs) using Active Directory authentication. To learn more about managing technicians, creating and managing roles, refer to the following articles: